Commercial Insurance Administrator

Commercial Insurance Administrative Virtual Assistant
- An enthusiastic person eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Ability to project a service-mentality with high efficiency. Motivated to learn, grow and excel as a Commercial Insurance Administrative Virtual Assistant .
- Retrieve and send/document client documents such as NOC, Audit Notice, Audit Result, Endorsements, Payroll Estimate Letter, and Mod Worksheet.
- Check the Lapse List, send payment reminders to clients, and set follow-up tasks for pending payments.
- Ensure accurate documentation of policy changes and endorsements, updating the system to reflect correct schedules and premiums.
- Document change requests and process policy changes, issue Auto ID cards, EOI/COI when necessary, and follow up on endorsement availability.
- Review endorsements for accuracy and prepare the communication of premium changes to clients.
- Update the system to match policy changes, list discrepancies for underwriter review, and create renewal COIs/EOIs.
- Prepare reviews and summaries, run RCEs, create ACORD forms, and obtain quotes from carriers such as California Fair Plan, Progressive, Nationwide General, Pacific Specialty, Tapco, Next, American Reliable, Chubb, Travelers and others.
- Compile a list of policies in the system, including the account holder's policy numbers, contact details, and premium amounts, and email them with information and generation of letters.